FAQ

This folder is for more involved user questions, including dealing with common problems.

How can I tell executives to register with my firm?
There are two choices:   1. You can give them the 'Not Actively Looking' (NAL) link to your firm.  You can find your firm's link on the Settin...
Tue, 26 Aug, 2025 at 9:03 AM
How can I obtain privacy/GDPR consent using Ezekia?
You can send an email to a person informing them that you are holding their data, using the Compliance page or the red shield icon on a profile (search the ...
Thu, 5 Jun, 2025 at 10:33 AM
How can I stop getting Compliance Notification Reminders?
By default, everyone in your firm will get compliance notifications - this relates to strict privacy rules in Europe, but obviously this is not so important...
Mon, 30 Oct, 2023 at 1:43 PM
What is the difference between suggested, client and assignment contacts?
You may see three different sections on an assignment contact screen.   Suggested contacts are people that have worked at the company at some point but ar...
Wed, 21 Sep, 2022 at 3:18 PM
How do I reset my Ezekia Cookies?
Ezekia uses cookies to store things like filter panel and login settings.   If you notice that your settings are not being remembered after closing your bro...
Mon, 28 Oct, 2024 at 12:17 PM
How can I delete or disable a user profile?
TABLE OF CONTENTS Overview Deleting a User Profile Disabling a User Profile Users with an End Date Overview Ezekia has options to either delete a...
Mon, 26 Jan, 2026 at 10:57 AM
How can I disable a Client Portal?
In the portal, click the 'Invite Clients' button and then 'Manage Invites' (1).  In the next panel, switch to 'Portal' (2).  There w...
Wed, 19 Oct, 2022 at 8:56 AM
Why do I keep getting messages about changes made to a record?
You have probably clicked the 'bell' icon on the record mentioned in the email.  This is the 'notify' icon, and it means that any time anyon...
Wed, 22 Apr, 2026 at 3:50 PM
Tag Maintenance
Administrators can add, amend, delete and re-sequence most tags used in the system.  Tags are amended using the 'Gear' con in the top right had corn...
Mon, 23 Feb, 2026 at 2:33 PM
What is the yellow duplicates icon for?
The yellow duplicates icon (shown below) allows you to merge or ignore duplicate records without having to navigate away to the Compliance, Data cleansing v...
Mon, 1 Dec, 2025 at 3:53 PM